Grimes & Company’s Public Storage PSA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-795
| Closed | -$206K | – | 467 |
|
|
2025
Q4 | $206K | Sell |
795
-7
| -0.9% | -$1.96K | ﹤0.01% | 435 |
|
|
2025
Q3 | $232K | Sell |
802
-38
| -5% | -$10.9K | 0.01% | 418 |
|
|
2025
Q2 | $247K | Buy |
840
+14
| +2% | +$4.14K | 0.01% | 370 |
|
|
2025
Q1 | $247K | Buy |
826
+23
| +3% | +$6.88K | 0.01% | 316 |
|
|
2024
Q4 | $241K | Buy |
803
+12
| +2% | +$3.98K | 0.01% | 340 |
|
|
2024
Q3 | $288K | Buy |
791
+7
| +0.9% | +$2.27K | 0.01% | 299 |
|
|
2024
Q2 | $226K | Buy |
784
+5
| +0.6% | +$1.38K | 0.01% | 315 |
|
|
2024
Q1 | $226K | Buy |
779
+5
| +0.6% | +$1.43K | 0.01% | 301 |
|
|
2023
Q4 | $236K | Buy |
774
+10
| +1% | +$2.65K | 0.01% | 287 |
|
|
2023
Q3 | $201K | Buy |
764
+11
| +1% | +$3.08K | 0.01% | 278 |
|
|
2023
Q2 | $220K | Buy |
+753
| New | +$219K | 0.01% | 271 |
|
|
2022
Q2 | – | Sell |
-570
| Closed | -$222K | – | 293 |
|
|
2022
Q1 | $222K | Sell |
570
-52
| -8% | -$18.9K | 0.01% | 275 |
|
|
2021
Q4 | $233K | Buy |
+622
| New | +$208K | 0.01% | 275 |
|
|
2021
Q1 | – | Sell |
-961
| Closed | -$222K | – | 288 |
|
|
2020
Q4 | $222K | Hold |
961
| – | – | 0.01% | 246 |
|
|
2020
Q3 | $214K | Sell |
961
-201
| -17% | -$41.1K | 0.01% | 234 |
|
|
2020
Q2 | $223K | Buy |
+1,162
| New | +$224K | 0.02% | 230 |
|
|
2020
Q1 | – | Sell |
-961
| Closed | -$205K | – | 262 |
|
|
2019
Q4 | $205K | Hold |
961
| – | – | 0.01% | 250 |
|
|
2019
Q3 | $236K | Hold |
961
| – | – | 0.02% | 224 |
|
|
2019
Q2 | $229K | Hold |
961
| – | – | 0.02% | 224 |
|
|
2019
Q1 | $209K | Buy |
+961
| New | +$201K | 0.02% | 232 |
|
|
2018
Q3 | – | Sell |
-951
| Closed | -$216K | – | 244 |
|
|
2018
Q2 | $216K | Buy |
+951
| New | +$198K | 0.02% | 219 |
|
|
2017
Q4 | – | Sell |
-951
| Closed | -$204K | – | 221 |
|
|
2017
Q3 | $204K | Buy |
+951
| New | +$197K | 0.02% | 191 |
|
|
2017
Q2 | – | Sell |
-951
| Closed | -$208K | – | 211 |
|
|
2017
Q1 | $208K | Hold |
951
| – | – | 0.02% | 188 |
|
|
2016
Q4 | $213K | Hold |
951
| – | – | 0.02% | 186 |
|
|
2016
Q3 | $212K | Hold |
951
| – | – | 0.03% | 180 |
|
|
2016
Q2 | $243K | Sell |
951
-16
| -2% | -$4.11K | 0.03% | 177 |
|
|
2016
Q1 | $267K | Buy |
967
+16
| +2% | +$4.04K | 0.03% | 161 |
|
|
2015
Q4 | $236K | Hold |
951
| – | – | 0.03% | 174 |
|
|
2015
Q3 | $201K | Buy |
+951
| New | +$194K | 0.03% | 180 |
|
Other funds holding PSA
VPM
VCM
